After the Deal: Post-Close Integration for Lasting Value

We conclude our M&A Buy-Side webinar series with a focus on post-close integration strategies for AEC M&A, when the real work of value creation begins. Attendees will explore how to move from transaction to transformation by aligning, integrating, and optimizing a newly acquired firm to perform at or above expectations.

This session addresses two of the most critical post-close challenges in AEC transactions: human capital and technology integration. With insights from experts Jeff Adams, Kristi Weierbach, and Phil Keeney, participants will learn how to align cultures, retain key talent, and manage change while integrating data, systems, and processes to establish a scalable technology foundation.

The discussion will also feature firsthand insights from Charul Doshi, CFO at Trilon Group, who will share what it truly takes to execute a successful post-integration strategy and sustain long-term value.

Learning Objectives:

• Understand key post-close priorities required to transition from deal execution to value creation.
• Identify best practices for managing workforce and technology integration.
• Recognize common post-close risks and proactive steps to avoid them.